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The Opportunities fund package is designed to achieve higher growth by investing in a selection of funds which seek value and growth opportunities in an international setting.

| Fund | Weighting | Effective initial charge |
Annual management charge |
MorningStar Rating ™ |
|
|---|---|---|---|---|---|
| New Star Hidden Value Ptfl A | 20% | 0.50% | 1.50% | ![]() |
|
| Marlborough Special Sits | 25% | 1.00% | 1.50% | ![]() |
|
| Threadneedle Global Select 1 | 25% | 0.25% | 1.50% | ![]() |
|
| JPM Natural Resources A Acc | 15% | 0.50% | 1.50% | ![]() |
|
| Allianz RCM BRIC Stars A | 15% | 0.00% | 1.75% |
Each of the funds within this package is also available for investment on an individual basis within the Regular Investment service. Simply indicate your subscription amount on the Regular Investment application form.
You need to remain actively involved in managing, monitoring and reviewing investments. Selftrade does not manage or advise on investments. While we will inform you if new fund options are made available, you will need to assess as to whether these offer better investment value. Funds and Fund Packages should be considered to be medium to long term investments.